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Overview of the platform roles

Last updated: 13 December 2021 #

Platform roles ensure that all users of the platform have the appropriate permissions for their particular role. Roles and permissions govern all the access measures within the platform.

Built-in platform roles #

The platform comes with nine pre-built roles, each with its own set of permissions.

PLATFORM ROLE DESCRIPTION
Owner Complete access to the entire platform, plus owner portal. Owners receive immediate access to any new feature.
Admin Complete access to the account.
Platform user Can create, view, edit and delete most items in the chatbot management platform.
Developer Can create, view, edit and delete all technical items (e.g. integrations).
Conversation builder Can create, view, edit and delete conversations.
FAQ manager Can create, view, edit and delete all FAQs and related items.
FAQ trainer Can train the chatbot and improve FAQs using sent messages.
Ticket manager Can create, view, edit and delete all live chat requests and support tickets, as well as manage all agents.
Ticket agent Can view, claim and edit live chat requests and support tickets.

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